Metric review
Place each reporting item in the right view.
First decide who needs the information. Then decide whether it should be a KPI card or an analysis.
Step 1 · Choose the View
Drag each item to the role that needs it. Use Shared only when both roles need the same information.
21 items
Management View
0Outcomes, trends, comparisons and exceptions for portfolio decisions.
Shared View
0Information needed in both Management and Operation dashboards.
Operation View
0Operational reporting, analysis, work queues and record-level actions for Internship Officers.
KPI Card Section
0A headline number that needs quick, repeated monitoring.
Analytics Section
0A trend, breakdown or comparison that explains what is happening.
Temporary Discard
Park items that do not support a confirmed decision or action. Nothing is permanently deleted.
0 items
Proposed definitions are for Workshop confirmation. Technical source fields, joins and final algorithms should be completed after the session and confirmed by email.